ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Carbahal Olsen Financial Services Group, LLC's Holding History (CIK: 0002052538)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 30,805 Value ($000) $6,533 Avg Close — Range —
Q3 2025
Shares 30,677 Value ($000) $6,335 Avg Close — Range —
Q2 2025
Shares 30,803 Value ($000) $6,020 Avg Close — Range —
Q1 2025
Shares 30,922 Value ($000) $5,893 Avg Close — Range —
Q4 2024
Shares 30,971 Value ($000) $5,912 Avg Close — Range —